Jeff Witt
Presidente en Private Asset Management, Inc. .
Origen de la red de primer grado Jeff Witt.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Private Asset Management, Inc.
Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.
12
| Subsidiary | Investment Managers | 12 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jeff Witt a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Investment Managers | Portfolio Manager-Equities | |
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Investment Managers | Analyst-Equity | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Rice University | College/University | Undergraduate Degree | |
University of Missouri | College/University | Graduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
San Diego State University | College/University | Masters Business Admin | |
The California State University | College/University | Undergraduate Degree Undergraduate Degree | |
Claremont McKenna College | College/University | Undergraduate Degree | |
Fresno Pacific University | College/University | Undergraduate Degree | |
Santa Clara University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Claremont Graduate University | College/University | Masters Business Admin | |
Federal Reserve Bank of St. Louis | General Government | Corporate Officer/Principal | |
University of California | College/University | Undergraduate Degree | |
TriVant Custom Portfolio Group LLC
TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP. | Investment Managers | Director of Research - Equity | |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Investment Managers | Portfolio Manager-Equities | |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Cerebral Palsy League
Cerebral Palsy League Miscellaneous Commercial ServicesCommercial Services Cerebral Palsy Leagu provides social services to children and adults. The firm provides programs and services for persons with developmental disabilities throughout Union, Essex, and Middlesex counties. The company was founded in 1946 and is headquartered in Cranford, NJ. | Miscellaneous Commercial Services | Director/Board Member |
Estadísticas
Internacional
Estados Unidos | 29 |
Sectorial
Consumer Services | 15 |
Finance | 13 |
Government | 2 |
Commercial Services | 2 |
Operativa
Portfolio Manager-Equities | 12 |
Undergraduate Degree | 12 |
Corporate Officer/Principal | 10 |
Analyst-Equity | 5 |
Masters Business Admin | 2 |
Las relaciones más conectadas
- Bolsa de valores
- Insiders
- Jeff Witt
- Conexiones Empresas